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Base Release 4.4.4.17
Beta Release 01 Jul 2019
New Features
...
See the detail notes at Documentation Link (tbd)
Docket Reconciliation
Various refinements have been made to improve the usability of the screen.
A. The default filters, displayed on Reset, now include an Unreconciled criteria to limit the initial view to those dockets to be processed. Note, Unreconciled dockets exclude vouchered dockets, where vouchers are applicable.
B. The Type criteria has an additional 'Vouchered' option to explicitly separate vouchered dockets from Reconciled (AP invoiced), Reversed (or reversal), and Unreconciled dockets.
C. A new contextual 'AP Document' now displays:
• a link to the associated AP Voucher (Vch prefix); the vouchered values of the line are displayed in the Reconciled values; or
• a link to the associated AP Invoice (Inv prefix), or
• a Reversed and Reversal Docket is noted
D. Reversed and Reversal Docket in the list also have a sub-grid that displays the counter docket. Note, the primary list is not limited to Reversed dockets, and it is possible that both Reversed and Reversal Dockets are displayed in the primary grid.
E. A [Print] button is available for the 'Docket Reconciliation' report type that uses the filter criteria of the list. A new standard report is available refer below re. 'wbDocketReconciliation001 - Docket AP Invoice Reconciliation'.
F. As usual a report may be emailed from the envelope icon.
Feature Revisions
Contracts
- Forecast tab -
- The grid grand Totals reflect the filtered Activities / Workcentres / Jobs, while the in-grid subtotals always reflect the total at that level irrespective of the filter.
- Progress checking on longer running Forecast generation is improved to prevent a misleading error message.
- Adjustments popup - A saving issue with the 'Save & Close' button is rectified.
- Expected Commitment -
...
• The previous navigation openes a filtered view of Job Enquiry - Orders. This is replaced with a dedicated transaction view popup.
• This view improves on the simple filter by accounting for POs that have been processed through AP subsequent to the forecast period.
• As previously, the Expected Commitment Drilldown is available at Work Centre and Activity levels
Work Breakdown
- Activity - The GST Type is no longer mandatory on Purchase activities.
Job Costing
- Job List / Job Financials List - An issue where an error was displayed when switching views from a sorted list is rectified.
- Budget Detail -
- The Details column in the grid now has a pencil with popup editor for usability. This may require a Grid Management 'Reset' action if not visible.
- Creating a PO from the budget was defaulting an inappropriate PO Type. This is rectified.
- The default display order of the lines is now Job code, Activity code ascending.
Purchasing
- Purchase Requisition - An issue where the Delivery Address would not populate through to the Purchase Order is rectified.
- Purchase Orders List - The Apply Filter now includes a 'Create Tile' option to save a shortcut tile on your homepage.
- Image List - The Plan Information popup now includes the time of expiry, and is now always available on clicking the usage monitor.
- AP Voucher List - PO Number is added as a filter option, and displays all voucher with any lines (or just header) associated to the specified PO.
- AP Invoice Batch - The AP Invoice popup from AP Invoice Batch Entry now includes a New AP Invoice button after saving. This allows entry of multiple invoices without changing screens.
- AP Invoice - BCI indicated suppliers now have the option of a specified AP Invoice Number for scenarios where the supplier may engage in both means of invoicing. The AP Invoice number can now be left blank if the supplier is BCI and an auto number is generated, or captured as required.
Billing
- Job Invoice - The GST rate on lines in JobInvoiceLines.GSTRate is now populated for use in any downstream processes.
Subcontracts
- Subcontract Claim - The claim approval email flow has been modified to improve usability.
A. On subcontract claim approval, a prompt to send an email to the subcontractor displays as usual.
B. 'Yes' now displays the report viewer, instead of sending a preset email.
C. The report is the default for the Subcontract Claim report type.
D. Once reviewed, 'Send' displays the Email Conversation popup.
E. The report attachment defaults to the subcontractor contact as the To recipient.
F. The email body will default, and the message may be configured in the 'Report - SubContractClaimApproved' email template. This supports a number of preset tokens:
• $SubcontractorCompany, $SubcontractorContact
• $SubcontractCode, $SubcontractDescription,
• $InvoiceNo, $ClaimNo, $ClaimDate,
• $CertifiedThisClaim, $CertifiedToDate, $RetentionThisClaim, $InvoiceValue (i.e. This certified - retention + tax)
• $ApprovedDate, $ApprovedBy
G. The print button behaves at per usual, and the email body is defined by the 'Report - SubContractClaim' email template supporting the same preset tokens.
Month End Processes
- Batch Subcontract Claims -
- The 'Claim Date To' now defaults to the Batch Date.
- An issue with the Claim Date filter is rectified.
...
- Plant Detail - The Registration field length has been increased to 30 characters.
Administration
- Codes- imports will now be checking the case sensitivity of codes. ie: Job codes, Activity codes, Work Centre codes etc...
- Period Maintenance - Now clears the application cache for Timesheet Administration.
...
- Rectified an issue where payment terms were not updating to WebWrkbench.
Reports
New Reports
- wbDocketReconciliation001 - Docket AP Invoice Reconciliation - A new report providing a list of dockets filtered by the Docket Reconciliation filter criteria, with similar columns to the screen list.
...
- wbPlant005 - Plant Transaction by Activity - A new Plant Transaction by Activity report has been provided.
- wbSubcontractClaim006 - Recipient Created Tax Invoice All in One - New Recipient Created Tax Invoice provided that includes the Subcontractor Claim Schedule data.
Report Revisions
- wbContract009 - Contract Forecast Summary - Fixed data source od Original Completion Date and Forecast Completion Date.
...